Tax Investigation Service for the period to 30 April 2025.

This level of protection is for the following types of client:

Individuals

Directors

Partners

Spouses of directors or partners

Trusts

that have any of the following:

1. Gross rental income between £50,000pa and £250,000pa
2. Sole trade turnover between £50,000pa and £250,000pa
3. Partnership income between £50,000pa and £250,000pa where the partnership is not signed up to the Tax Investigation Service
4. A combination of any of these income sources totalling between £50,000pa and £250,000pa

If the £250,000 limit was exceeded in the latest filed tax return, then the appropriate ‘Business’ subscription will be required (e.g. ‘Up to £1m’, ‘£1m to £5m’. etc.)

If the total was below £50,000, then the ‘Personal’ rate is sufficient. Please note that when a company or partnership signs up, it will automatically include any directors/partners (& their spouses) that we act for, at the ‘Personal’ rate (i.e. up to £50,000 of the above types of income).

The Service will pay our fees up to a maximum of £100,000 - Please refer to the 'Service Summary' for further details.